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Disclosery

Prosperity Planning, Inc.: VTV position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Prosperity Planning, Inc. on VTV, newest first. How the timeline and the estimate are built.

Prosperity Planning, Inc. held 17,402 VTV shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 17,402 shares
    Change vs previous 13F -454 shares

    0.83% of the 13F portfolio, value $3,760,224.

    13F-HR 0001085146-26-000827 filed by Prosperity Planning, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 17,856 shares
    Change vs previous 13F -296 shares

    0.89% of the 13F portfolio, value $3,891,358.

    13F-HR 0001843292-26-000004 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 18,152 shares
    Change vs previous 13F -442 shares

    0.9% of the 13F portfolio, value $3,561,422.

    13F-HR 0001843292-26-000002 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 18,594 shares
    Change vs previous 13F -2,821 shares

    0.93% of the 13F portfolio, value $3,551,268.

    13F-HR 0001843292-26-000001 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 21,415 shares
    Change vs previous 13F -642 shares

    1.08% of the 13F portfolio, value $3,993,683.

    13F-HR 0001085146-25-005863 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 22,057 shares
    Change vs previous 13F -171 shares

    1.12% of the 13F portfolio, value $3,898,354.

    13F-HR 0001085146-25-003753 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 22,228 shares
    Change vs previous 13F -268 shares

    1.2% of the 13F portfolio, value $3,839,665.

    13F-HR 0001085146-25-002051 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 22,496 shares
    Change vs previous 13F not available

    1.22% of the 13F portfolio, value $3,808,573.

    13F-HR 0001085146-25-000300 filed by Prosperity Planning, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).